Schwab U S Small Cap ETF shares owned by Adviser Investments
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 132k | 27.90 |
| 2025-06-30 | $3.3M | 132k | 25.30 |
| 2025-03-31 | $3.2M | 136k | 23.43 |
| 2024-12-31 | $3.6M | 138k | 25.86 |
| 2024-09-30 | $3.5M | 69k | 51.50 |
| 2024-06-30 | $3.3M | 70k | 47.45 |
| 2024-03-31 | $3.7M | 75k | 49.24 |
| 2023-12-31 | $3.5M | 75k | 47.24 |
| 2023-09-30 | $3.1M | 74k | 41.42 |
| 2023-06-30 | $3.3M | 75k | 43.80 |
| 2019-12-31 | $240k | 3.2k | 75.64 |
| 2019-09-30 | $216k | 3.1k | 69.61 |